Assistant Director of Development, Gift Planning Administration
The Assistant Director of Development, Gift Planning Administration is an integral team member of the Office of Gift Planning in the University Relations Development program. Working under the Executive Director, the Assistant Director serves as the university’s primary liaison for all realized estate gifts by managing bequest and planned gift administration and processing distributions from various estate sources. The Assistant Director also supports the gift work of the gift planning development officers by drafting planned giving gift agreements and due diligence reports for special/complex gifts.
• Bequest Administration. Serve as the university’s primary liaison to manage the bequest/estate administration process from start to finish. Monitor, review and process legal documentation, trust statements and related materials for distributions from various estate sources. Interact and communicate effectively with university, external and organizational partners to close realized bequests and other estate gifts.
• Planned Giving Administration. Prepare extensive detailed gift documentation (for bequest pledges, charitable gift annuities, charitable trusts, etc.) for the Office of Gift Acceptance to record blended and future gifts in the Blackbaud Fundraising Performance Management platform. Stays abreast of planned giving current events and changes in tax law.
• Planned Gift Documentation. Assist planned giving officers to develop new gift documentation, such as drafting charitable gift annuity agreements, etc.
• Special/Complex Assets. Facilitate protocol for noncash gifts to the university.
• Assist OGP with marketing, donor relations, stewardship or other projects as needed.
Education (include licenses, certifications, etc.):
Bachelor’s degree required.
A minimum of four (4) years of administrative experience as a paralegal/legal assistant (or similar role) in a legal/financial setting or similar field.
Knowledge, Skills, and Abilities:
• Ability to work and communicate with legal professionals, knowledge of legal terminology, and experience reviewing and processing legal documentation.
• Able to develop internal/external professional relationships and work effectively and collaboratively in a large complex university.
• Successful critical thinking-problem solving skills to analyze and resolve situations.
• Clear and concise communication skills, with the ability to effectively communicate both verbally and in writing.
• Ability to prioritize tasks and meet deadlines while multi-tasking.
• Highly organized and high attention to detail and accuracy.
• Proactive and independent worker as well as a team player in a fast-paced environment.
• Familiarity with IRS general guidelines and basic accounting.
• Proficient in Microsoft Office and an ability to use/learn desktop and online databases and software systems (Blackbaud Fundraising Performance Management, PGCalc, Ellucian Advance, etc.).
• Demonstrate tact, discretion, and good judgment handling confidential information.
• Strong customer service philosophy.